# 预算管理

# 预算单

**<span style="mso-list: Ignore;">1、</span><span style="font-family: 宋体;">功能入口</span>**

<span style="font-family: 宋体;">工作台</span><span style="font-family: Calibri;">&gt;</span><span style="font-family: 宋体;">预算单</span><span style="font-family: Calibri;">&gt;</span><span style="font-family: 宋体;">预算日记账</span>

<span style="font-family: 宋体;">[![图片39.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/7fcesaqm9I3GYW2T-39.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/7fcesaqm9I3GYW2T-39.png)</span>

<span style="font-family: 宋体;">[![图片40.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/pYajyxw7PCnlQRlU-40.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/pYajyxw7PCnlQRlU-40.png)</span>

**<span style="mso-list: Ignore;">2、</span><span style="font-family: 宋体;">预算调拨</span>**

<span style="mso-list: Ignore;">（1）</span><span style="font-family: 宋体;">选择预算日记账类型</span>

<span style="font-family: 宋体;"> 点击</span><span style="font-family: 宋体;">“预算日记账类型”，勾选预算调拨单</span>

<span style="font-family: 宋体;">[![图片41.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/cQd8D4yVi1BYroSX-41.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/cQd8D4yVi1BYroSX-41.png)</span>

<span style="font-family: 宋体;">[![图片42.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/BXrvq56AYwqoF4rg-42.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/BXrvq56AYwqoF4rg-42.png)</span>

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">选择预算场景</span>

<span style="font-family: 宋体;"> 点击预算场景，勾选</span><span style="font-family: 宋体;">“</span><span style="font-family: Calibri;">LF02</span><span style="font-family: 宋体;">”场景。</span>

<span style="font-family: 宋体;">[![图片43.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/JtrKMxrSi2Oj3AjB-43.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/JtrKMxrSi2Oj3AjB-43.png)</span>

[![图片44.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/OWqhKmgPMjlEjo7z-44.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/OWqhKmgPMjlEjo7z-44.png)

<span style="mso-list: Ignore;">（3）</span><span style="font-family: 宋体;">添加备注</span>

<span style="font-family: 宋体;">[![图片45.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/e7x8aAPO6ycd1n0G-45.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/e7x8aAPO6ycd1n0G-45.png)</span>

<span style="mso-list: Ignore;">（4）</span><span style="font-family: 宋体;">添加日记账信息</span>

<span style="font-family: 宋体;"> 注意左边为调出维度，右边为调入维度。非研发部门只需维护部门、预算项目及金额即可，研发部门还需维护研发项目。</span>

<span style="font-family: 宋体;">[![图片46.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/zDRSiQAcrMWUfSPn-46.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/zDRSiQAcrMWUfSPn-46.png)</span>

<span style="font-family: 宋体;">[![图片47.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/3N3WquuIbyrLLJ39-47.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/3N3WquuIbyrLLJ39-47.png)</span>

<span style="mso-list: Ignore;">（5）</span><span style="font-family: 宋体;">维护日记账信息</span>

<span style="font-family: 宋体;"> ① 选择部门</span>

<span style="font-family: 宋体;"> 注意此处一定要打开小三角选择到具体部门，不能选择利夫生物</span>

<span style="font-family: 宋体;">[![图片49.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/9Zm4brQjSDQHBaWd-49.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/9Zm4brQjSDQHBaWd-49.png)</span>

<span style="font-family: 宋体;">② 选择费用项目</span>

<span style="font-family: 宋体;">[![图片50.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Paa40qdSz2qyzLSv-50.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Paa40qdSz2qyzLSv-50.png)</span>

<span style="font-family: 宋体;">③ 填写调整金额</span>

<span style="font-family: 宋体;"> 金额填写完成后，点击保存，如果有多项需调拨的费用，继续点击添加。</span>

<span style="font-family: 宋体;">[![图片51.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/NbqU7c16GX8wuELu-51.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/NbqU7c16GX8wuELu-51.png)</span>

<span style="font-family: 宋体;">[![图片52.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/t0eEvmocvDBbhlsc-52.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/t0eEvmocvDBbhlsc-52.png)</span>

**<span style="mso-list: Ignore;">3、</span><span style="font-family: 宋体;">预算增补</span>**

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">1</span><span style="font-family: 宋体;">）点击预算日记账，勾选“预算增补单”</span>

<span style="font-family: 宋体;">[![图片53.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/bNbXBkon1pNtB5j0-53.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/bNbXBkon1pNtB5j0-53.png)</span>

<span style="font-family: 宋体;">[![图片54.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/RnuaxeZD13fYcRnK-54.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/RnuaxeZD13fYcRnK-54.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">2</span><span style="font-family: 宋体;">）</span><span style="font-family: 宋体;">选择预算场景</span>

<span style="font-family: 宋体;"> 点击预算场景，勾选“<span style="font-family: Calibri;">LF02</span>”场景</span>

<span style="font-family: 宋体;">[![图片55.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/cOoZZArYdnUFqo83-55.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/cOoZZArYdnUFqo83-55.png)</span>

<span style="font-family: 宋体;">[![图片56.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/st2dSz33lGk40AT0-56.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/st2dSz33lGk40AT0-56.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">3</span><span style="font-family: 宋体;">）添加备注</span>

<span style="font-family: 宋体;">[![图片57.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Hz7Jl6rnsrK4MlZ7-57.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Hz7Jl6rnsrK4MlZ7-57.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">4</span><span style="font-family: 宋体;">）添加日记账信息</span>

<span style="font-family: 宋体;">[![图片58.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/6jCvHfxS6VkCaEDn-58.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/6jCvHfxS6VkCaEDn-58.png)</span>

<span style="font-family: 宋体;">[![图片59.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/RL8WnjJd0daUJiAt-59.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/RL8WnjJd0daUJiAt-59.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">5</span><span style="font-family: 宋体;">）</span><span style="font-family: 宋体;">维护日记账信息</span>

<span style="font-family: 宋体;"> ① 选择部门</span>

<span style="font-family: 宋体;"> 注意此处一定要打开小三角选择到具体部门，不能选择利夫生物</span>

<span style="font-family: 宋体;">[![图片60.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/NRCPtw7WvqXm7G0u-60.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/NRCPtw7WvqXm7G0u-60.png)</span>

<span style="font-family: 宋体;">② 选择费用项目</span>

<span style="font-family: 宋体;">[![图片61.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/6Jo5VYA5UOfyxfAw-61.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/6Jo5VYA5UOfyxfAw-61.png)</span>

<span style="font-family: 宋体;">③ 填写增补金额</span>

<span style="font-family: 宋体;"> 金额填写完成后，点击保存，如果有多项需增补的费用，继续点击添加</span>

<span style="font-family: 宋体;">[![图片62.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/CtoR4Dv50x7wAFbf-62.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/CtoR4Dv50x7wAFbf-62.png)</span>

<span style="font-family: 宋体;">[![图片63.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/zyUY9kL3gRG4Fvnz-63.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/zyUY9kL3gRG4Fvnz-63.png)</span>

# 预算余额查询（非研发部门预算及研发部门预算）

**1、功能入口**

<span style="font-family: 宋体;">财务</span><span style="font-family: 宋体;">管理</span><span style="font-family: Calibri;">&gt;</span><span style="font-family: 宋体;">预算管理</span><span style="font-family: Calibri;">&gt;</span><span style="font-family: 宋体;">预算余额</span>

<span style="font-family: 宋体;">[![图片1.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/54oNckN97S5FjBS6-1.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/54oNckN97S5FjBS6-1.png)</span>

**<span style="mso-list: Ignore;">2、</span><span style="font-family: 宋体;">非研发部门预算查询填写步骤</span>**

<span style="font-family: 宋体;">步骤一：填写基本条件</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">预算期间</span>

<span style="font-family: 宋体;"> 基本条件中需维护目标查询预算的期间，其他字段通常为默认值，无需特别维护。如图示中</span><span style="font-family: Calibri;">2026-01</span><span style="font-family: 宋体;">至</span><span style="font-family: Calibri;">2026-06</span><span style="font-family: 宋体;">即为查询</span><span style="font-family: Calibri;">2026</span><span style="font-family: 宋体;">年度</span><span style="font-family: Calibri;">1</span><span style="font-family: 宋体;">月至</span><span style="font-family: Calibri;">6</span><span style="font-family: 宋体;">月期间的预算。</span>

<span style="font-family: 宋体;">[![图片2.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/l6AXIX1CkL0wL4Xg-2.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/l6AXIX1CkL0wL4Xg-2.png)</span>

<span style="font-family: 宋体;">步骤二：填写查询维度</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">预算部门</span>

<span style="font-family: 宋体;"> 基本条件中确定目标查询预算的期间，预算部门、费用类型等查询条件需在查询维度进行维护，多行查询维度之间为且的关系。</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">1</span><span style="font-family: 宋体;">）新增查询维度</span>

<span style="font-family: 宋体;">[![图片3.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/RTy3AITtktOGiZOk-3.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/RTy3AITtktOGiZOk-3.png)</span>

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">填写查询维度</span>

<span style="font-family: 宋体;"> ① 参数类型选择“预算组织架构相关”</span>

<span style="font-family: 宋体;">[![图片4.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/HR9Ug9VdkxZmtz1X-4.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/HR9Ug9VdkxZmtz1X-4.png)</span>

<span style="font-family: 宋体;">② 参数选择“预算部门”</span>

<span style="font-family: 宋体;">[![图片5.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/ruq3Xo8hE6gdPyE6-5.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/ruq3Xo8hE6gdPyE6-5.png)</span>

<span style="font-family: 宋体;">③ 参数值选择“手动选择”</span>

[![图片6.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/lUgbxFxxXMwOy4EK-6.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/lUgbxFxxXMwOy4EK-6.png)

<span style="font-family: 宋体;">④ 通过小三角打开部门列表，勾选目标查询部门</span>

<span style="font-family: 宋体;">[![图片7.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/GaOjxGbQpC9cN45U-7.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/GaOjxGbQpC9cN45U-7.png)</span>

<span style="font-family: 宋体;">⑤ 样例展示</span>

<span style="font-family: 宋体;">[![图片8.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/0kSdXwP6EVHimSWW-8.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/0kSdXwP6EVHimSWW-8.png)</span>

<span style="font-family: 宋体;">步骤三：填写查询维度</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">费用项目</span>

<span style="font-family: 宋体;">（<span style="font-family: Calibri;">1</span>）新增查询维度</span>

<span style="font-family: 宋体;">[![图片9.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/IAegT56nmkTkwE4j-9.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/IAegT56nmkTkwE4j-9.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">2</span><span style="font-family: 宋体;">）</span><span style="font-family: 宋体;">填写查询维度</span>

<span style="font-family: 宋体;"> ① 参数类型选择“预算相关”</span>

<span style="font-family: 宋体;">[![图片10.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/4RdqtCLu2sbyuuUU-10.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/4RdqtCLu2sbyuuUU-10.png)</span>

<span style="font-family: 宋体;">② 参数选择“预算项目”</span>

<span style="font-family: 宋体;">[![图片11.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Ulx1rhnEmkqqmteA-11.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Ulx1rhnEmkqqmteA-11.png)</span>

<span style="font-family: 宋体;">③ 参数值选择“全部”或“手动选择”</span>

<span style="font-family: 宋体;"> 在查询预算时，如果想要查询全部费用项目的预算时，参数值选择</span><span style="font-family: 宋体;">“全部”，无需单独再勾选费用类型；如果想要查询个别费用项目的预算时，参数值选择“手动选择”，后续需单独勾选费用类型。</span>

<span style="font-family: 宋体;">[![图片12.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/fS7jH4KyTIMag5l5-12.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/fS7jH4KyTIMag5l5-12.png)</span>

<span style="font-family: 宋体;">[![图片13.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/H17bkIKW11qmBm71-13.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/H17bkIKW11qmBm71-13.png)</span>

<span style="font-family: 宋体;">④ 参数值选择“手动选择”后，选择费用类型</span>

<span style="font-family: 宋体;">[![图片14.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/5J8Q6jgIb5YQ9J1l-14.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/5J8Q6jgIb5YQ9J1l-14.png)</span>

<span style="font-family: 宋体;">⑤ 样例展示</span>

<span style="font-family: 宋体;">[![图片15.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Uj2h5613F6XXkbk6-15.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Uj2h5613F6XXkbk6-15.png)</span>

<span style="font-family: 宋体;">步骤四：查询预算</span>

<span style="mso-list: Ignore;">（1）</span><span style="font-family: 宋体;">点击查询</span>

<span style="font-family: 宋体;"> 预算期间、预算部门及费用类型设置完成后，如下图所示，点击查询，进入查询结果页面。</span>

<span style="font-family: 宋体;">[![图片16.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/DPiDWnw31xKhxXMH-16.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/DPiDWnw31xKhxXMH-16.png)</span>

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">查询结果说明</span>

<span style="font-family: 宋体;"> 查询结果可以清晰看到查询的期间、部门、费用类型、预算额以及剩余的可用额。</span>

<span style="font-family: 宋体;">[![图片17.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/eK6n7qdf5H568N80-17.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/eK6n7qdf5H568N80-17.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">3</span><span style="font-family: 宋体;">）参数修改</span>

<span style="font-family: 宋体;"> 若发现查询期间、部门及费用类型填写错误，可以点击</span><span style="font-family: 宋体;">“返回修改参数”对查询维度中的参数进行修改。</span>

**<span style="mso-list: Ignore;">3、</span><span style="font-family: 宋体;">研发部门预算查询填写步骤</span>**

<span style="font-family: 宋体;">步骤一：填写基本条件</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">预算期间</span>

<span style="font-family: 宋体;"> 基本条件中需维护目标查询预算的期间，其他字段通常为默认值，无需特别维护。如图示中</span><span style="font-family: Calibri;">2026-01</span><span style="font-family: 宋体;">至</span><span style="font-family: Calibri;">2026-06</span><span style="font-family: 宋体;">即为查询</span><span style="font-family: Calibri;">2026</span><span style="font-family: 宋体;">年度</span><span style="font-family: Calibri;">1</span><span style="font-family: 宋体;">月至</span><span style="font-family: Calibri;">6</span><span style="font-family: 宋体;">月期间的预算。</span>

<span style="font-family: 宋体;">[![图片18.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/nKtCGGJMu5Lvondu-18.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/nKtCGGJMu5Lvondu-18.png)</span>

<span style="font-family: 宋体;">步骤二：填写查询维度</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">预算项目</span>

<span style="font-family: 宋体;"> 基本条件中确定目标查询预算的期间，预算项目、费用类型等查询条件需在查询维度进行维护，多行查询维度之间为且的关系。</span>

<span style="font-family: 宋体;"> （<span style="font-family: Calibri;">1</span>）新增查询维度</span>

<span style="font-family: 宋体;">[![图片19.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/U6K3rFZ3NPVNTfuA-19.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/U6K3rFZ3NPVNTfuA-19.png)</span>

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">填写查询维度</span>

<span style="font-family: 宋体;"> ① 参数类型选择“维度相关”</span>

<span style="font-family: 宋体;">[![图片20.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/ZHtJuAvyXIaXk1c5-20.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/ZHtJuAvyXIaXk1c5-20.png)</span>

<span style="font-family: 宋体;">② 参数选择“研发项目<span style="font-family: Calibri;">-</span>成本中心（启用）”</span>

<span style="font-family: 宋体;">[![图片21.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/JZQ8bDIr6BLcWKCO-21.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/JZQ8bDIr6BLcWKCO-21.png)</span>

<span style="font-family: 宋体;">③ 参数值选择“全部”或“手动选择”。</span>

<span style="font-family: 宋体;"> 在查询预算时，如果想要查询全部养发项目的预算时，参数值选择</span><span style="font-family: 宋体;">“全部”，无需单独再勾选研发项目；如果想要查询个别研发项目的预算时，参数值选择“手动选择”，后续需单独勾选研发项目。</span>

<span style="font-family: 宋体;">[![图片22.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/hprprnTEVbVqFHGS-22.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/hprprnTEVbVqFHGS-22.png)</span>

<span style="font-family: 宋体;">[![图片23.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/1lB9xRYudaMprGEL-23.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/1lB9xRYudaMprGEL-23.png)</span>

<span style="font-family: 宋体;">④ 勾选目标查询研发项目</span>

<span style="font-family: 宋体;">[![图片24.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/R4DtT0563fTdBDrw-24.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/R4DtT0563fTdBDrw-24.png)</span>

<span style="font-family: 宋体;">⑤ 样例展示</span>

<span style="font-family: 宋体;">[![图片25.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/3eFh9f4ae6AlYB2E-25.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/3eFh9f4ae6AlYB2E-25.png)</span>

<span style="font-family: 宋体;">步骤三：填写查询维度</span><span style="font-family: Calibri;">-</span><span style="font-family: 宋体;">费用项目</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">1</span><span style="font-family: 宋体;">）新增查询维度</span>

<span style="font-family: 宋体;">[![图片26.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/QvxUFdTuVqF10iUH-26.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/QvxUFdTuVqF10iUH-26.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">2</span><span style="font-family: 宋体;">）</span><span style="font-family: 宋体;">填写查询维度</span>

<span style="font-family: 宋体;"> ① 参数类型选择“预算相关”</span>

<span style="font-family: 宋体;">[![图片27.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/ys9ZRoGJZRKyu0xP-27.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/ys9ZRoGJZRKyu0xP-27.png)</span>

<span style="font-family: 宋体;">② 参数选择“预算项目”</span>

<span style="font-family: 宋体;">[![图片28.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/i5UWw5ZqYxwtupTF-28.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/i5UWw5ZqYxwtupTF-28.png)</span>

<span style="font-family: 宋体;">③ 参数值选择“全部”或“手动选择”</span>

<span style="font-family: 宋体;"> 在查询预算时，如果想要查询全部费用项目的预算时，参数值选择</span><span style="font-family: 宋体;">“全部”，无需单独再勾选费用类型；如果想要查询个别费用项目的预算时，参数值选择“手动选择”，后续需单独勾选费用类型。</span>

<span style="font-family: 宋体;">[![图片29.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Zmc5aX9o5sA9zuym-29.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Zmc5aX9o5sA9zuym-29.png)</span>

<span style="font-family: 宋体;">[![图片30.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/vfF6Um8nXCp8I9OO-30.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/vfF6Um8nXCp8I9OO-30.png)</span>

<span style="font-family: 宋体;">④ 参数值选择“手动选择”后，选择费用类型</span>

<span style="font-family: 宋体;">[![图片31.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/f5Eqk7kCNQPxv2eI-31.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/f5Eqk7kCNQPxv2eI-31.png)</span>

<span style="font-family: 宋体;">⑤ 样例展示</span>

[![图片32.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/HUk8dygDPmfElAlM-32.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/HUk8dygDPmfElAlM-32.png)

<span style="font-family: 宋体;">步骤四：查询预算</span>

<span style="mso-list: Ignore;">（1）</span><span style="font-family: 宋体;">点击查询</span>

<span style="font-family: 宋体;"> 预算期间、预算项目及费用类型设置完成后，如下图所示，点击查询，进入查询结果页面。</span>

[![图片33.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/5yq7dI1KpxnMwCFa-33.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/5yq7dI1KpxnMwCFa-33.png)

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">查询结果说明</span>

<span style="font-family: 宋体;"> 查询结果可以清晰看到查询的期间、研发项目、费用类型、预算额以及剩余的可用额。</span>

<span style="font-family: 宋体;">[![图片34.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/Ax8zZNV9uxSdtoic-34.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/Ax8zZNV9uxSdtoic-34.png)</span>

<span style="font-family: 宋体;">（</span><span style="font-family: Calibri;">3</span><span style="font-family: 宋体;">）参数修改</span>

<span style="font-family: 宋体;"> 若发现查询期间、研发项目及费用类型填写错误，可以点击</span><span style="font-family: 宋体;">“返回修改参数”对查询维度中的参数进行修改。</span>

**<span style="mso-list: Ignore;">4、</span><span style="font-family: 宋体;">保存及应用查询方案</span>**

<span style="mso-list: Ignore;">（1）</span><span style="font-family: 宋体;">保存方案</span>

<span style="font-family: 宋体;"> ① 查询方案设置后，点击保存方案</span>

<span style="font-family: 宋体;">[![图片35.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/8PTH7MlPpMu9MXbP-35.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/8PTH7MlPpMu9MXbP-35.png)</span>

<span style="font-family: 宋体;">② 设置方案代码与方案名称</span>

<span style="font-family: 宋体;">[![图片36.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/53agDWmHQ05Y61SP-36.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/53agDWmHQ05Y61SP-36.png)</span>

<span style="mso-list: Ignore;">（2）</span><span style="font-family: 宋体;">应用查询方案</span>

<span style="font-family: 宋体;"> ① 点击应用现有方案</span>

<span style="font-family: 宋体;">[![图片37.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/TbCjP3ubXXqvuScD-37.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/TbCjP3ubXXqvuScD-37.png)</span>

<span style="font-family: 宋体;">② 选择需要使用的方案</span>

<span style="font-family: 宋体;">[![图片38.png](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/scaled-1680-/kFHv80v6Zs6SnZ78-38.png)](https://wiki.leafbiotech.com/uploads/images/gallery/2026-05/kFHv80v6Zs6SnZ78-38.png)</span>